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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,006 | $81,208-43.3% | $98,920-53.5% | $79,856-42.4% |
| Participation rate | 78.2% | 72.5%+5.7pp | 76.0%+2.2pp | 69.6%+8.5pp |
| Annual return | 12.83% | 60.99%-48.2pp | 196.47%-183.6pp | 31.71%-18.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,660 | $3,265-18.5% | $4,245-37.3% | $3,741-28.9% |
| Admin fee / account holder | $366 | $6,013-93.9% | $6,643-94.5% | $5,306-93.1% |